Doliver Advisors
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Doliver Advisors’s Intuit INTU Stock Holding History

Doliver Advisors’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$847K Sell
3,073
-2,098
-41% -$659K 0.18% 77
2026
Q2 		$1.35M Buy
5,171
+3,389
+190% +$1.18M 0.31% 55
2026
Q1 		$771K Buy
+1,782
New +$850K 0.18% 88

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

Doliver Advisors's INTU Position: Q3 2026 in Review

Doliver Advisors reduced its Intuit (INTU) stake by 41% in Q3 2026, selling an estimated $659K and leaving 3,073 shares worth $847K. The position accounts for 0.18% of the portfolio, ranked #77.

Doliver Advisors first reported a position in INTU in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.35M in Q2 2026. 859 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Doliver Advisors held 3,073 shares of Intuit worth $847K as of Q3 2026.
  • Doliver Advisors sold 2,098 Intuit shares in Q3 2026, an estimated $659K.
  • Intuit made up 0.18% of Doliver Advisors's portfolio in Q3 2026, its #77 holding.
  • Doliver Advisors first reported a position in Intuit in Q1 2026 and has held it in 3 quarters since.
  • Doliver Advisors's Intuit position peaked at $1.35M in Q2 2026.
  • 859 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.